Services

• 1-on-1 coaching sessions with the employee
• Once a month or ad hoc basis face to face meeting
• Defining and refining of financial goal (buying a car or house, financial stability, saving and investments, becoming debt free, etc)
• Drafting timeline for attainment of goal and assistance
• Credit Health Education
• Credit Report reading and interpretation
• Free Financial Literature
• Ongoing telephonic/Zoom/MS Teams follow ups and support
• Customised coaching programmes

• Interpretation of client rights and obligations under the National Credit Act
• Voluntary arrangements, debt mediation and sequestration advice
• Budget streamlining
• Financial Goals and solutions

We Provide

• E-filing return completion and submissions
• Tax audits
• Tax advice and consulting
• Dispute resolution
• Good standing tax clearance certificates

• Personal financial planning: management of finances, savings and education planning
• Risk planning: management of short term and long term risk (insurances, policies review and recommendations)
• Retirement planning
• Tax planning: effective management of investment portfolio to maximise on tax concessions and efficiencies;
• Investment planning: structuring personal asset portfolios
• Estate planning

• Free consultation (client pays debt counselling fees according to debt counselling guidelines)
• Free face-to-face or online consultation
• Free telephonic consultation
• Protection of assets (houses, cars etc) from repossession

• For Debt Counselling clients,
• Audits are incorporated into the process
• Where recklessness is uncovered, clients can be refunded by the creditor, or granted interest rate or payment concessions

• Employee Wellness Days are part of our overall financial wellbeing strategy for our clients to inspire, educate and engage with employees. Our focus on these days is to make the day interactive and rewarding for employees to participate in.On the days, we organise for employees of our companies to engage with our providers as well as other financial services providers and banks face-to-face (taking into account Covid-19 protocols).

  Our wellness days will include:

  • Representatives from the major banks
  • Credit Bureau representatives to offer free Credit Reports
  • Financial Planners
  • Other relevant financial service providers

   

  We design our wellness days to be fun for employees, with various prizes and quizzes in place.

   

  At the end of the wellness day, our expected outcomes are employees should have:

  • Interacted with at least 75% of the providers
  • Employees seeking a solution been identified (to be contacted the next business day)
  • Compiled employee feedback on the event
  • A report provided on interaction and general employee financial health